How big is Wesley & Klippenstein, P.C.'s plan?

Wesley & Klippenstein, P.C.'s plan reported $7.6M in assets and 19 participants for 2024.

Original filing (PDF)20250505103333NAL0007808801001

Wesley & Klippenstein, P.C.

Name: Wesley & Klippenstein, P.C. — Wesley & Klippenstein, Form 5500 (2024)
Creator: Wesley & Klippenstein, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wesley & Klippenstein, PC 401(k) Profit Sharing Plan

401(k) retirement plan · Wesley & Klippenstein, P.C.'s Wesley & Klippenstein, PC 401(k) Profit Sharing Plan held $7.6M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.6M

Net assets (EOY)

$7.6M

People on this filing

Angela Bratton signed Wesley & Klippenstein, P.C.'s 2024 Form 5500 as plan administrator.

Angela Bratton — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Wesley & Klippenstein, P.C.'s EIN is 62-1799761.

EIN 62-1799761

Plan number 001

Plan year 2024

ACK ID 20250505103333NAL0007808801001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wesley & Klippenstein, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wesley & Klippenstein, P.C.'s plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WESLEY & KLIPPENSTEIN, P.C..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

WESLEY & KLIPPENSTEIN, P.C.

EIN

all filings

Address

1800 CHURCH ST. · SUITE 100 · NASHVILLE, TN · 37203

Phone

(615) 329-3624

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator